The Role of Innovation in Growing an Advisory Practice
Being an investment advisor today is harder than it used to be. As the wealth management landscape grows more complex and competitive, advisors will need to become more strategic about how they run their practices.
Part of Sterling’s success can be attributed to having a technology-based culture that is very process-oriented. But one area that the dealer wanted to get a better handle on was the tracking of customer relationship data. Sterling wanted to offer its advisors a sophisticated tool that could simplify the process of managing important customer data and interactions.
|Industry: Wealth Management|
|Challenge: Simplify management of important customer data and interactions|
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